Managing Guests

Guests are a great way to bring outside people (such as clients, customers, VA’s or freelancers) into work on a single checklist.

They will be part of your Process Street organization, but they are free users, with very limited access.

Guests can only see and interact with checklists they are assigned to, including checking items off, commenting and adding attachments. Learn more about different user permissions.

Managing guests

Guests can be controlled (added, promoted or removed) from your organization management page.

Note that you need to have “Admin” permissions in order to access this.

To open the user manager, click your organization’s name in the top right of your Process Street home page (or click here to open that page).

You will be taken straight to the “Members & Guests” tab.

Next, click on the “All Users” drop-down to search for any current guests in your organization.

How to add guests

To add a guest, type their email address and add their name in the fields provided. Next, check the “Invite as Guest” checkbox and then hit “Invite”.

You’ll receive a flash notification at the top of your screen to confirm that the invite has been sent.

Once you’ve added a new Guest, you can share this article with them to help them get started using Process Street.

Promote a guest

To promote a guest to “Member” status, click the dropdown next to their name and select Member.

To promote them to an Admin, select Admin from the dropdown instead of Member.

Remove a guest

A guest can also be removed from your organization entirely (and anything they are assigned to) using the “remove user” icon at the far right of the row.

Guest permissions

You can add guests to templates, folders, or checklists.

Guests are restricted to ‘can view own’ permission and can never have ‘can edit’ or ‘can view’ on templates or folders, or access to the “All Members” group.

  • In templates, guests can only view the templates they’re assigned to
  • In folders, guests can see all templates and checklists they’re assigned to. They cannot see other users checklists

Learn more about the difference between guest and member permissions.

If you don’t need someone to be part of your organization you may want to consider sharing templates or checklists with them as an anonymous user.


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